Four Retirement Planning Considerations if You’re Self-Employed

by elizabeth | Jan 2, 2025 | Retirement

Our lives have changed in innumerable ways since 2020, and one of the biggest impacts was how and where we work. This paradigm shift in how we conceptualize work has created more opportunities, leading to possibilities that many of us wouldn’t have considered before...

December 2024

by elizabeth | Dec 23, 2024 | Insight Series

Confident Decisions with Clinton Miller, CFP® In our final Insight Series of 2024, the topic of conversation centers around organized estates as part of the quarterly installment of Confident Decisions with Clinton Miller, CFP®. We know that when our brain feels more...

Protected: November 2024

by elizabeth | Nov 15, 2024 | Insight Series

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Ohio’s Pension Plans: The Basics of OPERS, STRS, and SERS

by elizabeth | Oct 31, 2024 | Retirement

Are you planning to retire on a pension? If you or your spouse live in Ohio and contributed to OPERS, STRS, or SERS, you probably intend it to be a foundational part of your retirement income. But too often, workers contribute to their pensions and other savings...